Financial Planning & Coaching Senior Offer Development Strategist

Our Group(2 months ago)

HybridFull TimeSenior$126,364 - $168,465 (estimated)Advisor Solutions

About this role

Senior Offer Development Strategist on the Financial Planning & Coaching team within Vanguard’s Financial Advisor Services (FAS) Advisor Solutions department. The team’s mission is to educate and resource advisors across domains such as retirement, tax, legacy and estate planning, behavioral coaching, and practice management, delivering solutions through content, digital experiences, and specialist support.

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Required Skills

Financial Planning
Content Authoring
Digital Tools
Stakeholder Management
Strategic Thinking
Project Management
UX Research
Data Analysis
Roadmapping
Communication

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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